AISML
Index Performance
-5.17%
AISML
-3.08%
IWM
Overview
Description
The Intelligent Small Cap Select index (AISML) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build an index of mid cap US stocks ($500 million to $5.5 billion), Index selection and weighting is done by the three AI index committee members. The index aims to create a superior representation of US mid cap stocks compared to the S&P 600. The index is reconstituted and rebalanced by the AIs on a quarterly basis.
- TickerAISML
- Inception Date09/04/2023
- WeightingCustom
- # of holdings144
What's inside?
Holdings
All holdings as of September 27, 2023
CSV download
| B. Riley Financial, Inc. (RILY) | 3.66% | $1.238B | 874.04% | 65.24% | -0.22x |
| 3D Systems Corp. (DDD) | 3.56% | $0.586B | -8.46% | 39.02% | 2.58x |
| Wingstop, Inc. (WING) | 3.26% | $5.300B | 27.93% | 81.47% | 15.75x |
| Novavax, Inc. (NVAX) | 3.05% | $0.671B | 128.28% | 86.98% | 0.29x |
| Chico's FAS, Inc. (CHS) | 2.94% | $0.568B | -2.43% | 39.79% | 0.53x |
| G-III Apparel Group Ltd. (GIII) | 2.63% | $1.095B | 9.01% | 41.03% | 0.46x |
| Caleres, Inc. (CAL) | 2.55% | $0.959B | -5.80% | 44.55% | 0.60x |
| The E.W. Scripps Co. (SSP) | 1.91% | $0.410B | -1.96% | 39.01% | 1.76x |
| AAON, Inc. (AAON) | 1.91% | $4.532B | 35.99% | 31.97% | 5.10x |
| The GEO Group, Inc. (GEO) | 1.90% | $0.953B | 0.97% | 22.58% | 1.16x |
| Goosehead Insurance, Inc. (GSHD) | 1.62% | $1.796B | 30.66% | N/A | 6.76x |
| Exponent, Inc. (EXPO) | 1.61% | $4.339B | 7.63% | 26.04% | 8.79x |
| Ollie's Bargain Outlet Holdings, Inc. (OLLI) | 1.57% | $4.653B | 13.71% | 36.93% | 2.37x |
| Hibbett, Inc. (HIBB) | 1.47% | $0.523B | -4.56% | 29.58% | 0.56x |
| ABM Industries, Inc. (ABM) | 1.46% | $2.553B | 3.41% | 11.99% | 0.55x |
| Mr. Cooper Group, Inc. (COOP) | 1.45% | $3.535B | -18.40% | N/A | 6.39x |
| Green Dot Corp. (GDOT) | 1.42% | $0.709B | 0.86% | 34.60% | 0.21x |
| Clean Energy Fuels Corp. (CLNE) | 1.40% | $0.841B | -11.55% | 13.68% | 2.47x |
| Casella Waste Systems, Inc. (CWST) | 1.28% | $4.378B | 2.11% | 23.62% | 4.84x |
| Corsair Gaming, Inc. (CRSR) | 1.26% | $1.471B | 14.63% | 25.45% | 1.45x |
| Kontoor Brands, Inc. (KTB) | 1.24% | $2.347B | 0.36% | 39.94% | 1.21x |
| GMS, Inc. (GMS) | 1.22% | $2.551B | 3.68% | 29.69% | 0.79x |
| Healthcare Services Group, Inc. (HCSG) | 1.21% | $0.791B | -1.39% | 14.56% | 0.62x |
| NorthWestern Corp. (NWE) | 1.20% | $2.955B | -10.06% | 58.71% | 4.01x |
| PriceSmart, Inc. (PSMT) | 1.18% | $2.287B | 6.39% | 16.78% | 0.50x |
| Deluxe Corp. (DLX) | 1.16% | $0.814B | 1.55% | 53.36% | 1.03x |
| National Vision Holdings, Inc. (EYE) | 1.14% | $1.218B | 3.10% | 48.08% | 1.30x |
| Sprouts Farmers Market, Inc. (SFM) | 1.07% | $4.232B | 6.06% | 35.10% | 0.78x |
| The Chefs' Warehouse, Inc. (CHEF) | 1.02% | $0.877B | 36.06% | 23.64% | 0.82x |
| Merit Medical Systems, Inc. (MMSI) | 1.02% | $3.881B | 8.35% | 43.33% | 4.38x |
| Neogen Corp. (NEOG) | 1.00% | $4.023B | 72.61% | 50.94% | 5.40x |
| Five9, Inc. (FIVN) | 1.00% | $4.572B | 17.69% | 52.12% | 7.12x |
| AAR Corp. (AIR) | 0.97% | $2.072B | 23.17% | 18.43% | 1.15x |
| Steven Madden Ltd. (SHOO) | 0.91% | $2.323B | -16.76% | 41.76% | 1.20x |
| A10 Networks, Inc. (ATEN) | 0.84% | $1.089B | -3.17% | 79.54% | 3.53x |
| Sealed Air Corp. (SEE) | 0.84% | $4.625B | -2.62% | 29.10% | 1.91x |
| Semtech Corp. (SMTC) | 0.83% | $1.631B | 13.92% | 40.37% | 3.75x |
| WD-40 Co. (WDFC) | 0.83% | $2.700B | 14.60% | 49.72% | 5.09x |
| YETI Holdings, Inc. (YETI) | 0.83% | $4.028B | -4.16% | 53.37% | 2.09x |
| Marriott Vacations Worldwide Corp. (VAC) | 0.80% | $3.525B | 1.20% | 22.92% | 2.10x |
| Texas Capital Bancshares, Inc. (TCBI) | 0.80% | $2.796B | 63.49% | N/A | 1.33x |
| Alphatec Holdings, Inc. (ATEC) | 0.79% | $1.508B | 38.94% | 43.50% | 6.03x |
| The Buckle, Inc. (BKE) | 0.79% | $1.638B | -3.16% | 47.33% | 1.37x |
| UniFirst Corp. (UNF) | 0.77% | $2.432B | 12.73% | 28.66% | 1.47x |
| Griffon Corp. (GFF) | 0.76% | $2.136B | -11.03% | 39.71% | 1.37x |
| Acadia Realty Trust (AKR) | 0.74% | $1.379B | 6.75% | 33.69% | 11.21x |
| Cal-Maine Foods, Inc. (CALM) | 0.72% | $2.177B | 16.14% | 28.76% | 0.53x |
| United Bankshares, Inc. (West Virginia) (UBSI) | 0.70% | $3.628B | 44.49% | N/A | 4.57x |
| Cheesecake Factory, Inc. (CAKE) | 0.70% | $1.483B | 4.03% | 12.54% | 1.02x |
| Beacon Roofing Supply, Inc. (BECN) | 0.69% | $4.774B | 6.17% | 23.68% | 0.93x |
| Commvault Systems, Inc. (CVLT) | 0.69% | $2.973B | 0.09% | 81.25% | 3.83x |
| Brinker International, Inc. (EAT) | 0.69% | $1.291B | 5.29% | 10.32% | 0.92x |
| AeroVironment, Inc. (AVAV) | 0.68% | $2.916B | 40.39% | 43.74% | 4.34x |
| Central Garden & Pet Co. (CENTA) | 0.67% | $2.160B | 0.78% | 30.26% | 0.89x |
| DMC Global, Inc. (BOOM) | 0.65% | $0.477B | 13.77% | 29.80% | 0.95x |
| Cavco Industries, Inc. (CVCO) | 0.65% | $2.295B | -19.28% | 24.77% | 1.10x |
| Columbia Banking System, Inc. (COLB) | 0.64% | $4.155B | 307.39% | N/A | 6.57x |
| AMN Healthcare Services, Inc. (AMN) | 0.64% | $3.110B | -30.51% | 29.60% | 1.22x |
| Helen of Troy Ltd. (HELE) | 0.59% | $2.779B | -6.42% | 45.39% | 1.56x |
| Kirby Corp. (KEX) | 0.59% | $4.960B | 11.36% | 23.09% | 1.92x |
| Stepan Co. (SCL) | 0.58% | $1.640B | -22.84% | 11.45% | 1.09x |
| Axos Financial, Inc. (AX) | 0.58% | $2.136B | 78.35% | N/A | 0.51x |
| Brookline Bancorp, Inc. (BRKL) | 0.54% | $0.786B | 80.53% | N/A | 3.99x |
| Central Garden & Pet Co. (CENT) | 0.53% | $2.160B | 0.78% | 30.26% | 0.93x |
| National Beverage Corp. (FIZZ) | 0.51% | $4.248B | 1.92% | 36.47% | 4.04x |
| Glacier Bancorp, Inc. (GBCI) | 0.50% | $3.215B | 21.29% | N/A | 7.27x |
| Dorman Products, Inc. (DORM) | 0.49% | $2.319B | 15.13% | 34.02% | 1.72x |
| First BanCorp (Puerto Rico) (FBP) | 0.47% | $2.380B | 19.04% | N/A | 1.71x |
| Freshpet, Inc. (FRPT) | 0.46% | $3.128B | 25.56% | 30.28% | 4.80x |
| Blue Bird Corp. (BLBD) | 0.46% | $0.651B | 42.80% | 15.38% | 0.75x |
| CVR Energy, Inc. (CVI) | 0.44% | $3.396B | -28.88% | 11.27% | 0.42x |
| Resideo Technologies, Inc. (REZI) | 0.44% | $2.331B | -4.98% | 26.59% | 0.61x |
| AZZ, Inc. (AZZ) | 0.42% | $1.138B | 24.32% | 24.82% | 1.38x |
| Jack in the Box, Inc. (JACK) | 0.41% | $1.370B | -0.34% | 26.50% | 2.85x |
| Cracker Barrel Old Country Store, Inc. (CBRL) | 0.40% | $1.412B | 0.76% | 9.43% | 0.94x |
| Dave & Buster's Entertainment, Inc. (PLAY) | 0.40% | $1.519B | 15.74% | 21.21% | 2.21x |
| Advansix, Inc. (ASIX) | 0.40% | $0.817B | -26.69% | 15.87% | 0.71x |
| Tandem Diabetes Care, Inc. (TNDM) | 0.39% | $1.366B | -2.17% | 51.93% | 1.90x |
| Zuora, Inc. (ZUO) | 0.38% | $1.059B | 9.39% | 65.03% | 3.57x |
| Academy Sports & Outdoors, Inc. (ASO) | 0.38% | $3.400B | -6.16% | 34.00% | 0.97x |
| Green Plains, Inc. (GPRE) | 0.36% | $1.819B | -16.85% | -7.22% | 0.71x |
| Cirrus Logic, Inc. (CRUS) | 0.36% | $3.930B | -19.47% | 50.28% | 2.16x |
| Supernus Pharmaceuticals, Inc. (SUPN) | 0.36% | $1.595B | -20.28% | 69.17% | 2.41x |
| Group 1 Automotive, Inc. (GPI) | 0.35% | $3.636B | 9.97% | 16.51% | 0.36x |
| Sonic Automotive, Inc. (SAH) | 0.34% | $1.144B | 4.18% | 14.59% | 0.37x |
| Ingevity Corp. (NGVT) | 0.34% | $1.703B | 14.98% | 29.31% | 2.10x |
| Independent Bank Group, Inc. (IBTX) | 0.34% | $1.651B | 38.83% | N/A | 3.05x |
| Helios Technologies, Inc. (HLIO) | 0.33% | $1.784B | -5.82% | 29.66% | 3.20x |
| The Hain Celestial Group, Inc. (HAIN) | 0.33% | $0.892B | -2.01% | 22.14% | 1.11x |
| Privia Health Group, Inc. (PRVA) | 0.33% | $2.583B | 23.19% | 9.61% | 1.98x |
| ICF International, Inc. (ICFI) | 0.33% | $2.251B | 18.19% | 31.71% | 1.64x |
| J&J Snack Foods Corp. (JJSF) | 0.33% | $3.142B | 11.98% | 33.16% | 2.06x |
| Independent Bank Corp. (Massachusetts) (INDB) | 0.32% | $2.143B | 30.42% | N/A | 3.13x |
| Kaiser Aluminum Corp. (KALU) | 0.32% | $1.134B | -14.68% | 7.81% | 0.71x |
| Lumentum Holdings, Inc. (LITE) | 0.31% | $3.002B | -12.15% | 22.98% | 2.68x |
| ViaSat, Inc. (VSAT) | 0.30% | $2.234B | 14.98% | 26.55% | 3.46x |
| Plexus Corp. (PLXS) | 0.30% | $2.469B | 4.10% | 9.06% | 0.70x |
| Insteel Industries, Inc. (IIIN) | 0.29% | $0.620B | -27.05% | 12.29% | 0.74x |
| Asbury Automotive Group, Inc. (ABG) | 0.29% | $4.559B | -5.28% | 18.60% | 0.57x |
| Avid Bioservices, Inc. (CDMO) | 0.29% | $0.632B | 2.82% | 10.87% | 6.39x |
| Air Transport Services Group, Inc. (ATSG) | 0.29% | $1.458B | 3.86% | 13.18% | 1.46x |
| Installed Building Products, Inc. (IBP) | 0.28% | $3.455B | 2.27% | 31.96% | 1.69x |
| Lancaster Colony Corp. (LANC) | 0.28% | $4.610B | 0.50% | 20.35% | 3.00x |
| Nevro Corp. (NVRO) | 0.28% | $0.683B | 4.41% | 65.86% | 1.87x |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) | 0.26% | $2.394B | 18.36% | 100.00% | 21.56x |
| Benchmark Electronics, Inc. (BHE) | 0.25% | $0.845B | 0.71% | 8.80% | 0.41x |
| National Bank Holdings Corp. (NBHC) | 0.24% | $1.101B | 78.16% | N/A | 2.61x |
| Omega Flex, Inc. (OFLX) | 0.24% | $0.775B | -18.62% | 57.65% | 8.55x |
| World Kinect Corp. (INT) | 0.21% | $1.348B | -35.95% | 2.01% | 0.04x |
| Talos Energy, Inc. (TALO) | 0.21% | $2.026B | -29.26% | 19.85% | 2.09x |
| ePlus, Inc. (PLUS) | 0.21% | $1.678B | 25.48% | 23.77% | 0.68x |
| Enviri Corp. (HSC) | 0.20% | $0.569B | 8.13% | 20.89% | 1.14x |
| USANA Health Sciences, Inc. (USNA) | 0.20% | $1.128B | -9.93% | 80.46% | 0.98x |
| EnPro Industries, Inc. (NPO) | 0.20% | $2.513B | -16.92% | 41.46% | 2.87x |
| Southside Bancshares, Inc. (SBSI) | 0.20% | $0.870B | 46.75% | N/A | 4.37x |
| Edgewell Personal Care Co. (EPC) | 0.19% | $1.872B | 4.20% | 43.03% | 1.47x |
| HNI Corp. (HNI) | 0.19% | $1.534B | -9.36% | 36.95% | 0.88x |
| Elme Communities (WRE) | 0.19% | $1.206B | 10.16% | 22.52% | 8.90x |
| Rush Enterprises, Inc. (RUSHA) | 0.19% | $3.373B | 11.82% | 19.93% | 0.63x |
| Intapp, Inc. (INTA) | 0.19% | $2.216B | 25.29% | 65.63% | 7.66x |
| Koppers Holdings, Inc. (KOP) | 0.19% | $0.823B | 14.87% | 17.19% | 0.79x |
| Adtalem Global Education, Inc. (ATGE) | 0.18% | $1.741B | 0.94% | 51.73% | 1.46x |
| The Hanover Insurance Group, Inc. (THG) | 0.18% | $3.985B | 16.36% | N/A | 0.83x |
| Matthews International Corp. (MATW) | 0.18% | $1.168B | 11.90% | 27.69% | 1.15x |
| IPG Photonics Corp. (IPGP) | 0.18% | $4.612B | -9.83% | 41.61% | 3.92x |
| OSI Systems, Inc. (OSIS) | 0.18% | $1.898B | 22.28% | 32.37% | 1.84x |
| Easterly Government Properties, Inc. (DEA) | 0.18% | $1.085B | -1.90% | 32.93% | 9.40x |
| Sky West, Inc. (SKYW) | 0.18% | $1.744B | -9.19% | 14.59% | 1.46x |
| National Presto Industries, Inc. (NPK) | 0.18% | $0.509B | 2.34% | 16.38% | 1.26x |
| LCI Industries (LCII) | 0.18% | $2.894B | -33.95% | 21.50% | 1.09x |
| Integer Holdings Corp. (ITGR) | 0.18% | $2.615B | 14.07% | 23.35% | 2.68x |
| Radian Group Inc. (RDN) | 0.18% | $3.944B | 1.25% | N/A | 4.70x |
| PotlatchDeltic Corp. (PCH) | 0.17% | $3.603B | -31.56% | 23.62% | 4.67x |
| Moelis & Co. (MC) | 0.17% | $2.958B | -25.83% | N/A | 3.91x |
| M/I Homes, Inc. (MHO) | 0.16% | $2.376B | -3.31% | 25.50% | 0.66x |
| Carpenter Technology Corp. (CRS) | 0.15% | $3.327B | 34.46% | 16.73% | 1.36x |
| DXC Technology Co. (DXC) | 0.14% | $4.163B | -7.04% | 11.11% | 0.70x |
| Masonite International Corp. (DOOR) | 0.14% | $2.016B | -2.62% | 23.09% | 1.14x |
| Saul Centers, Inc. (BFS) | 0.14% | $0.859B | 6.27% | 55.21% | 9.91x |
| Copa Holdings SA (CPA) | 0.14% | $2.821B | 16.70% | 34.90% | 1.50x |
| American Eagle Outfitters, Inc. (AEO) | 0.08% | $3.012B | 0.23% | 33.07% | 0.77x |
| Cassava Sciences, Inc. (SAVA) | 0.07% | $0.716B | N/A | N/A | N/A |
| Pacific Premier Bancorp, Inc. (PPBI) | 0.04% | $2.059B | 19.85% | N/A | 3.16x |
| Zymeworks, Inc. (ZYME) | 0.04% | $0.432B | 28.67% | 35.49% | 0.60x |
Market data by FactSet